See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ALLWORTH FINANCIAL1 year Service code 26 | Advisory (Participants) | $7,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,897 | $54,573-59.9% | $90,951-75.9% | $73,488-70.2% |
| Participation rate | 63.6% | 61.2%+2.5pp | 69.0%-5.4pp | 70.7%-7.0pp |
| Annual return | 16.92% | 16.69%+0.2pp | 134.60%-117.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $717 | $991-27.7% | $2,122-66.2% | $2,270-68.4% |
| Participant deferral / active EE | $2,095 | $2,517-16.8% | $3,373-37.9% | $3,740-44.0% |
| Admin fee / account holder | $121 | $521-76.8% | $5,959-98.0% | $513-76.5% |